Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.609 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49155.24 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43235.85 Kr¶
PnL: ---------------------------------------> -1639.73 Kr¶
DD now: ---------------------------------> -7.464 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 12:12:33.776302'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -0.850000 | 1534.720000 | 111.720000 | 7.850000 | 1423.000014 |
| Nederman Holding | 1 | 1.460000 | 209.000000 | 10.000000 | 5.030000 | 199.000000 |
| Hennes & Mauritz B | 6 | 0.440000 | 921.000000 | 9.000000 | 0.990000 | 912.000000 |
| JM | 7 | 2.330000 | 952.700000 | 2.700000 | 0.280000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.330000 | 906.500000 | 2.500000 | 0.280000 | 904.000000 |
| Eastnine | 6 | -0.370000 | 652.800000 | -4.200000 | -0.640000 | 657.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| AcadeMedia | 20 | -0.330000 | 962.800000 | -15.200000 | -1.550000 | 978.000000 |
| BioGaia B | 8 | -1.420000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| Biotage | 1 | -0.080000 | 132.900000 | -16.100000 | -10.810000 | 149.000000 |
| ASSA ABLOY B | 4 | -1.330000 | 975.600000 | -17.400000 | -1.750000 | 993.000000 |
| OX2 | 12 | -0.400000 | 887.400000 | -21.600000 | -2.380000 | 909.000000 |
| Vitrolife | 3 | -2.010000 | 645.000000 | -32.000000 | -4.730000 | 677.000001 |
| Bufab | 3 | -1.360000 | 1044.000000 | -32.000000 | -2.970000 | 1076.000001 |
| Investor B | 3 | -0.570000 | 625.200000 | -32.800000 | -4.980000 | 657.999999 |
| Hoist Finance | 36 | -0.370000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Creaspac SPAC | 40 | -0.420000 | 3800.000000 | -34.000000 | -0.890000 | 3834.000000 |
| Platzer Fastigheter Holding B | 12 | 0.660000 | 915.600000 | -35.400000 | -3.720000 | 951.000000 |
| Sandvik | 4 | -1.170000 | 812.400000 | -35.600000 | -4.200000 | 848.000000 |
| Byggmax Group | 33 | -0.350000 | 931.260000 | -35.740000 | -3.700000 | 966.999990 |
| Latour B | 4 | -1.160000 | 820.000000 | -36.000000 | -4.210000 | 856.000000 |
| Hexatronic Group | 15 | -1.040000 | 1030.500000 | -40.500000 | -3.780000 | 1071.000000 |
| Addnode Group B | 7 | -0.960000 | 864.500000 | -40.500000 | -4.480000 | 904.999998 |
| Sagax B | 4 | -1.400000 | 843.600000 | -41.400000 | -4.680000 | 885.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Vitec Software Group B | 2 | -1.300000 | 1062.000000 | -42.000000 | -3.800000 | 1104.000000 |
| Gränges | 10 | -2.210000 | 996.500000 | -42.500000 | -4.090000 | 1039.000000 |
| SKF B | 5 | -0.870000 | 936.250000 | -43.750000 | -4.460000 | 980.000000 |
| Catena | 2 | -0.260000 | 760.800000 | -45.200000 | -5.610000 | 806.000000 |
| Alimak Group | 12 | -2.320000 | 960.000000 | -47.000000 | -4.670000 | 1007.000004 |
| EQT | 4 | -0.240000 | 825.600000 | -47.400000 | -5.430000 | 873.000000 |
| INVISIO | 15 | -1.470000 | 3517.500000 | -54.500000 | -1.530000 | 3571.999995 |
| HEXPOL B | 8 | -0.630000 | 881.600000 | -75.400000 | -7.880000 | 957.000000 |
| Orrön Energy | 170 | -1.510000 | 1945.650000 | -100.350000 | -4.900000 | 2045.999980 |
| Hexagon B | 26 | -1.440000 | 3290.300000 | -129.700000 | -3.790000 | 3420.000012 |
| VEF | 788 | -0.360000 | 1761.970000 | -141.030000 | -7.410000 | 1903.000300 |
| Sedana Medical | 93 | -0.510000 | 2548.200000 | -435.380000 | -14.590000 | 2983.577733 |
| TOTAL | 43235.850000 | -1639.730000 | -7.46439% | 44875.578016 |
Updated:¶
'2023-06-22 12:12:51.706929'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
